Counseling & teaching experience summary
I began my fieldwork in 2019 working with individuals, couples, and groups in Quincy, MA
I graduated from Bridgewater State University with a M.Ed. in Mental Health Counseling with a GPA of 3.98
I worked in the community behavioral agency world from 2020 to 2023
I occasionally teach graduate-level counseling courses, including Research and Evaluation, Professional Ethics and Standards, and Counseling Theory as adjunct faculty. I recently taught an ethics course for the state chapter of a national counseling organization for which participants earned continuing education credits towards state licensure requirements.
Prior Professional Experience
I worked in the investment management and retirement field for over 20 years, where I served as an investment professional managing global equity assets of over $35 billion in peak assets
I managed a profitable product line at a global asset management and servicing firm, working with pensions, insurers, and asset managers
I established a research function at a membership-based retirement non-profit dedicated to improving retirement outcomes
Taught Finance both part- and full-time at a local university, teaching financial planning (CFP) courses as well as general finance and financial literacy courses
Other achievements
Board Member at DOVE, Inc., a domestic and partner violence non-profit organization, 2024
MBA, Suffolk University, 2003
Chartered Financial Analyst designation (CFA), 2004
Certified yoga instructor, 2008
BA, Psychology, Univ. of Massachusetts, Amherst, 1992